Arete Wealth Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
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|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $380K | Hold |
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|
2024
Q2 | $348K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $357K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $430K | Buy |
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|
2022
Q2 | $398K | Buy |
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|
2022
Q1 | $437K | Buy |
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|
2021
Q4 | $383K | Sell |
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|
2021
Q3 | $354K | Buy |
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|
2021
Q2 | $336K | Buy |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $302K | Buy |
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|
2019
Q3 | $313K | Buy |
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|
2019
Q2 | $316K | Buy |
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|
2019
Q1 | $209K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $249K | Sell |
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|
2018
Q2 | $246K | Buy |
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|
2018
Q1 | $272K | Sell |
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|
2017
Q4 | $355K | Buy |
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|
2017
Q3 | $317K | Sell |
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|
2017
Q2 | $373K | Sell |
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|
2017
Q1 | $387K | Buy |
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|
2016
Q4 | $298K | Sell |
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|
2016
Q3 | $281K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $225K | Buy |
|